Emburse Analytics Quick-Start Guide

Use this quick-start guide to find, run, schedule, and customize dashboards and reports in Emburse Analytics.

The sections below help you get started with standard reports and dashboards. For advanced guidance on creating and editing custom content, see these help center sections:

Navigate Emburse Analytics

When you open Emburse Analytics, the default dashboard displays. To access more content, select All in the upper left corner.

Default dashboard with the All option highlighted in the upper left

Understand Standard Folders

You will see these standard folders:

  • Personal Folder: Labeled with your name, this folder includes reports and dashboards you create. Other users cannot access it.

  • Emburse Analytics Folder: This folder contains Emburse-created content, including standard reports and dashboards.

  • Emburse Analytics Pro Folder: If your organization subscribes to Emburse Analytics Pro, users with the Creator user type see this folder with Pro dashboards and reports.

  • Organizational Folder: Labeled with your organization name, this folder contains reports and dashboards shared across your organization.

Folder list showing Personal Folder, Emburse Analytics Folder, Emburse Analytics Pro Folder, and Organizational Folder

For details about folder access, see Folder Contents And Access.

Use The Menu

You can also select the Menu option in the upper left corner to navigate Emburse Analytics.

  • The Personal tab gives you quick access to your personal folders, your organization folder, and templates and standard reports.

  • Users with admin permissions also see an Admin tab with links to admin pages like User Management, Schedules, and Burst Schedules.

Menu opened in the upper left showing Personal and Admin tabs

Find Standard Reports And Dashboards

The Emburse Analytics folder contains subfolders for each Emburse business unit that your organization subscribes to. The example below shows the contents for Emburse Enterprise subscribers.

Emburse Analytics folder opened with subfolders for an Emburse Enterprise subscriber

Inside each folder, you will find preconfigured dashboards (yellow icons) and reports (green icons). Select a report or dashboard to open it.

Folder contents showing dashboard icons in yellow and report icons in green

Interact With Dashboards

A dashboard is a collection of reports displayed in tiles. You can interact with dashboards in several ways:

  1. Select any dashboard tile to interact with the data.

    2. Dashboard with multiple tiles that can be selected for interaction

  2. Select filter values across the top, then select Refresh in the upper right.

    3. Dashboard filters across the top with the Refresh control in the upper right

  3. Review the saved filter values at the top of the dashboard.

    4. Dashboard showing selected filters saved across the top

  4. Right-click in a tile to drill through to detailed data.

    5. Dashboard tile right-click menu showing drill-through options

  5. Select the Information control to view how dashboard data is calculated.

    6. Information control on a dashboard tile with details about the calculation

Schedule Dashboards

If your user type permits scheduling, you can schedule a dashboard delivery.

  1. Select Dashboard Actions (three dots) in the upper right, then select Schedule Delivery.

    2. Dashboard Actions menu (three dots) with Schedule Delivery option

  2. If you already have schedules, select New in the Schedules pane.

    3. Schedules pane with the New option for creating a schedule

  3. In the Schedule Delivery pane, set the parameters, then select Save.

    4. Schedule Delivery pane showing schedule parameters and the Save option

For complete scheduling guidance, see Schedule A Report Or Dashboard.

Customize Standard Dashboards

Users with Creator permissions can customize standard dashboards by copying a dashboard and editing the copy.

  1. Select the dashboard you want to customize, then select Copy in the upper right.

    2. Dashboard selected in a folder with the Copy option in the upper right

  2. Select the destination folder, then select Copy Here.

    3. Copy dialog showing destination folders and the Copy Here option

  3. Open the copied dashboard from the destination folder.

    4. Destination folder showing the copied dashboard available to open

  4. Select Dashboard Actions (three dots), then select Edit Dashboard.

    A blue bar at the top of the page indicates that you are in Edit mode.

    5. Dashboard Actions menu showing the Edit Dashboard option

    Blue bar at the top of the screen indicating Edit mode

Add Dashboard Filters

  1. Select Filters, then select Add Filter.

    2. Filters menu with the Add Filter option

  2. In Filter By, start typing the field name, then select the field from the list.

    3. Filter By field search showing matching fields in a list

  3. Select the filter options, then select Add.

    4. Filter options dialog with the Add option

Add Dashboard Visualizations

You can customize dashboard visualizations by duplicating an existing tile and editing the duplicate.

  1. In a tile, select Tile Actions (three dots), then select Duplicate Tile.

    2. Tile Actions menu showing the Duplicate Tile option

  2. In the duplicate tile, select Tile Actions (three dots), then select Edit.

    3. Duplicate tile opened with Tile Actions menu showing Edit

  3. To create a new tile, select Add in the upper right, then select Visualization.

    4. Add menu in the upper right with Visualization option

Example Custom Visualization

This example creates a department trend chart by duplicating the Expense Spend By Export Month tile and selecting Edit.

  1. In Find A Field, search for Part Of Dept, then select Expense Owner > Dimensions > Part Of Dept.

    2. Find A Field search showing Part Of Dept under Expense Owner dimensions

  2. For fields you do not need, select the settings control in the column header, then select Remove.

    3. Table column header menu with Remove option for removing fields

  3. After you keep only the needed fields, select Run in the upper right.

    4. Run option in the upper right for running the visualization

  4. Use the Visualization bar to change how the data displays.

    5. Visualization bar showing chart type options

  5. Name the chart, then select Save in the upper right.

    6. Chart editor with name field and Save option in the upper right

  6. Resize a tile by dragging its bottom right corner.

    7. Tile resize handle in the bottom right corner of a dashboard tile

  7. Move a tile by dragging it from the top left corner.

    8. Dashboard tile being dragged from the top left corner to reposition it

  8. When you are finished, select Save in the upper right.

    9. Dashboard editor with Save option in the upper right

Run Standard Reports

  1. In the relevant folder, select a standard report to open it.

    Reports can display as tables, charts, or other visualization types.

    2. Folder contents showing a standard report selected to open

    Report opened with a table visualization

  2. Select Filters in the upper left to view and edit report filters.

    3. Report page showing Filters control in the upper left

  3. Update the filters, then select Run.

    4. Filters panel with Run option to refresh the report results

Sort And Reorder Table Columns

Table visualizations support sorting and column reordering.

  1. Hover over the right side of a column header to view Column Options (three dots) and sort controls.

    2. Table column header showing Column Options (three dots) and sort controls

  2. Drag a column header to move the column to a new position.

    3. Table with a column header being dragged to reorder columns

Schedule Standard Reports

If your user type permits scheduling, you can schedule report delivery.

  1. Select Explore Actions (gear), then select Schedule.

    2. Explore Actions (gear) menu with Schedule option

  2. In the Schedule window, select New.

    3. Schedule window showing the New option

  3. Set the schedule options, then select Save All.

    4. Schedule settings page with Save All option

For complete scheduling guidance, see Schedule A Report Or Dashboard.

Customize Standard Reports

Users with Creator permissions can customize standard reports by copying a report and editing the copy.

  1. Select the report you want to customize, then select Copy in the upper right.

    2. Standard report selected in a folder with Copy option in the upper right

  2. Select the destination folder, then select Copy Here.

    3. Copy dialog showing destination folders and Copy Here option

  3. Open the copied report from the destination folder.

    4. Destination folder showing the copied report available to open

  4. Select Explore Actions (gear), then select Edit.

    A blue bar at the top of the page indicates that you are in Edit mode.

    5. Explore Actions (gear) menu showing the Edit option

    Blue bar at the top of the report indicating Edit mode

Add A Field

  1. In the field list, browse or search for a field, then select it to add it to the report.

    The new field appears as a column on the far right side of the report.

    If the field is a Dimension, you can reorder it in the Data section. If the field is a Measure, it stays pinned on the far right.

    2. Field picker on the left with a field selected to add to the report

    Report editor showing a new field added as a column on the far right

Add A Filter

  1. Hover over a field, then select Filter By Field (funnel).

    2. Field list showing Filter By Field funnel control

  2. Confirm the new filter appears in the Filters section.

    3. Filters section showing the newly added filter

  3. When you are finished, select Save in the upper right.

    4. Report editor with Save option in the upper right

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